Relationship Officer - Banca

SkillLabs; Barabanki; On-site; INR 300,000 - 540,000; Full time

Job summary

SkillLabs in India (Barabanki, Uttar Pradesh) is seeking a field sales professional with banca insurance experience to drive partner sales and activation across branches. You will analyze customer segments and trends, conduct partner trainings on regulatory guidelines and products, and plan R&R campaigns to boost branch penetration in the assigned geography.

Ideal candidates have 1–2 years of sales experience in banca insurance and an ability to perform autonomously in a target-driven

Qualifications

• Minimum 1-2 years of sales experience in banca/insurance sales.
• Individual performer.

Responsibilities

• Analyze customer segmentation and sales trends to assess business potential.
• Conduct trainings at the branch for banking partners on guidelines and products.
• Plan branch activation through R&R activities to increase penetration in the geography.

Skills

Sales experience

Relationship management

Training

Cross-functional coordination

Job description

Execution

• Analyze the customer segmentation, sales trends in terms of demographics, geography, characteristics etc. to assess the potential for business
• Conduct trainings at the branch for all banking partners around regulatory guidelines and products.
• Plan for activation of branches through R&R activities to increase the penetration in active branches to realize full potential of the bank partner in the given geography
  
  

Relationship Management

• Drive the campaign/contest for the Bank to drive sales in profitable segments.
• Assist banking partners in pitching product to crucial customers & driving sales closure for the same.
• Identify cross sell opportunities for existing customers
  
  

Service Orientation

• Engage with cross functional teams to ensure seamless execution of work across channels and deliver desired productivity including everyday servicing and policy issuance etc.
• Gather relevant documents from customer post sales and submit the same to operations team; gather additional data/documents as required
• Resolve operational issues faced by the partners to ensure smooth experience.
• Provide support for cancellation requests, policy endorsements; process & track such requests in coordination with internal ops team
  
  

Candidate Profile Required

• Minimum 1-2 Years of Sales experience Banca Insurance Sales
• Individual Performer